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Winthrop Advisory Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Winthrop Advisory Group’s Portfolio ROBT Stock Details ROBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-9,294
Closed -$365K – 140
2020
Q3 		$365K Buy
+9,294
New +$354K 0.11% 68

Other funds holding ROBT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Winthrop Advisory Group's ROBT Position: Q4 2020 in Review

Winthrop Advisory Group sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2020, closing a stake of 9,294 shares — an estimated $365K sold.

Winthrop Advisory Group first reported a position in ROBT in Q3 2020 and held it in 1 quarter. The position peaked at $365K in Q3 2020. 54 funds tracked by Wall St. Rank hold ROBT as of Q4 2020.

  • Winthrop Advisory Group reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2020 after selling out during the quarter.
  • Winthrop Advisory Group sold 9,294 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2020, an estimated $365K.
  • Winthrop Advisory Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2020 and held it in 1 quarter.
  • Winthrop Advisory Group's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $365K in Q3 2020.
  • 54 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2020.

Based on Winthrop Advisory Group's 13F filing for Q4 2020, filed 25 Jan 2021.